If you have mistakenly created 2 files for the same animal (owners with different names, animal with a nickname, etc.), several solutions are available to you:
If the files do not yet contain information, you can simply archive them.
If, on the opposite, they contain important data such as consultations, reports, etc. .. then it will be necessary to regroup all this in a single file.
This is called “Merge two records” and this video shows you how to do it.
A product may have two denominations in the software. A denomination allowing you to find it easily in your database as well as a commercial name allowing the customer to have, on his invoice, a precise detail of the product sold.
Select the different medical services and products that you wish to add to your quote.
By clicking on the product / medical service concerned, it will be possible to modify the quantity, the price, or to add a comment, which you wish to see appear next to the service/product, on the quote and the future invoice.
You can also add a comment at the end of your quote :
Either by using one of your text models previously created in MODELS / TEXT MODELS
Or by adding a new comment in COMMENT AREA
You can then SAVE, PRINT or SEND the quote to your client by email and even create a visit based on this quote should it be accepted by the client.
